At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Respected accountancy practice in St Albans with a growing team.
- Benefits: Hybrid working, strong client contact, and clear progression opportunities.
- Other info: Dynamic environment with opportunities to mentor junior colleagues.
- Why this job: Make a real impact advising clients on tax matters while developing your career.
- Qualifications: ATT or CTA qualified, with strong private client tax experience.
The predicted salary is between 56250 - 68750 £ per year.
Private Client Tax Manager
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
Location: St Albans
Working pattern: Hybrid
Employment type: Permanent
The opportunity
A respected accountancy practice in St Albans is looking for a Private Client Tax Manager to join its growing team.
You will advise high-net-worth individuals, trusts, estates, business owners and trustees on a range of tax matters, including compliance, planning and succession.
The role offers strong client contact, varied advisory work and clear progression opportunities.
Key responsibilities
- Manage a portfolio of private clients, trusts and estates.
- Review personal, trust and estate tax returns.
- Advise on IHT, CGT, succession and estate planning.
- Support executors, trustees and professional advisers.
- Deal with HMRC enquiries, clearances and correspondence.
- Attend client meetings and provide practical advice.
- Manage deadlines, budgets and billing.
- Review work and support junior team members.
- Contribute to business development and team growth.
- Keep up to date with tax legislation and HMRC guidance.
- The clients
You may work with
- HNW individuals and families.
- Entrepreneurs and business owners.
- Trustees and executors.
- Family investment companies and family offices.
- UK and internationally connected clients.
- Clients with property, investment and business interests.
- What we are looking for
Ideally, you will be ATT or CTA qualified, or have equivalent experience.
You should have
- Strong private client tax experience.
- Good knowledge of personal tax, trusts, estates, IHT and CGT.
- Experience managing your own client portfolio.
- Strong communication and client management skills.
- Experience reviewing tax returns and computations.
- Good organisation and time-management skills.
- Experience supervising or mentoring junior colleagues. xgikmsk
- A practical and commercial approach.
Experience with international clients, trusts, estate administration, family investment companies or tax inv...
Private Client & Trust Manager - St Albans employer: Insite Public Practice Recruitment Limited Careers
Join a leading firm in Leatherhead, Surrey, where you will be part of an award-winning Private Client team dedicated to delivering exceptional service to high-net-worth individuals. With flexible working options, a supportive work culture, and ample opportunities for professional growth, this role not only offers competitive remuneration but also the chance to engage with complex tax issues and mentor junior staff, making it a truly rewarding career choice.
Contact Details:
Insite Public Practice Recruitment Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client & Trust Manager - St Albans
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We think you need these skills to ace Private Client & Trust Manager - St Albans
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